Patten Group’s BWX Technologies BWXT Stock Holding History

Patten Group’s Portfolio BWXT Stock Details BWXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-650	Closed	-$25K	–	240
2018 Q4	$25K	Sell	650 -300	-32%	-$14.9K	0.01%	346
2018 Q3	$59K	Hold	950	–	–	0.02%	297
2018 Q2	$59K	Buy	950 +200	+27%	+$13.3K	0.02%	303
2018 Q1	$48K	Hold	750	–	–	0.02%	329
2017 Q4	$45K	Buy	+750	New	+$45.2K	0.02%	347
2017 Q3	–	Sell	-750	Closed	-$40K	–	634
2017 Q2	$40K	Hold	750	–	–	0.02%	342
2017 Q1	$36K	Hold	750	–	–	0.02%	340
2016 Q4	$31K	Hold	750	–	–	0.01%	352
2016 Q3	$28.4K	Hold	750	–	–	0.01%	377
2016 Q2	$26.8K	Hold	750	–	–	0.01%	373
2016 Q1	$25.2K	Hold	750	–	–	0.01%	387
2015 Q4	$23.8K	Hold	750	–	–	0.01%	403
2015 Q3	$19.8K	Sell	750 -299	-29%	-$7.63K	0.01%	369
2015 Q2	$24.6K	Buy	+1,049	New	+$24.6K	0.01%	352

Other funds holding BWXT

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Patten Group's BWXT Position: Q1 2019 in Review

Patten Group sold out of BWX Technologies (BWXT) in Q1 2019, closing a stake of 650 shares — an estimated $25K sold.

Patten Group first reported a position in BWXT in Q2 2015 and held it in 14 quarters. The position peaked at $59K in Q3 2018. 264 funds tracked by Wall St. Rank hold BWXT as of Q1 2019.

Patten Group reported no remaining BWX Technologies position as of Q1 2019 after selling out during the quarter.
Patten Group sold 650 BWX Technologies shares in Q1 2019, an estimated $25K.
Patten Group first reported a position in BWX Technologies in Q2 2015 and held it in 14 quarters.
Patten Group's BWX Technologies position peaked at $59K in Q3 2018.
264 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.